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I am a working professional, and want a ₹40L corpus in the next 5 years.

“But, I don't know how to get there!”

working professional

I am a working professional, and want a ₹40L corpus in the next 5 years.

“But, I don't know how to get there!”

working professional

I am a working professional, and want a ₹40L corpus in the next 5 years.

“But, I don't know how to get there!”

working professional

I am a working professional, and want a ₹40L corpus in the next 5 years.

“But, I don't know how to get there!”

working professional

I am a working professional, and want a ₹40L corpus in the next 5 years.

“But, I don't know how to get there!”

working professional

Download Wealthzi App

Wealth creation is made smooth with an easy-to-use interface to transact in and research mutual funds, FDs, bonds, portfolio management services and AIFs along with automated portfolio review and tracking.Join over 10,000 customers who trust wealthzi to take control of their financial future.
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Build Portfolio
Build Portfolio
Build Portfolio
Build Portfolio
Build Portfolio
Build Portfolio

Get FREE financial guidance and invest in best investment options

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Build Portfolio
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Easy Transactions
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Portfolio Tracking
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Review & Rebalancing
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Proprietary Zi Algorithm
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Remote Human Assistance

Sahad PV

Founder & CEO

Pradeep Pillai

Co founder, Head of Wealth

Yogesh Kumar

Director, Wealthzi

Aditya Kachru

Associate Director, Advisory

Harshit Singh

AVP, Operations

Wealth experts with 20+ years experience

Backed by trust. Team with decades of wealth management and technology experience in managing ₹2,500 crore worth assets of 1000+ high net-worth clients.

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₹500cr+

Assets Managed

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5000+

Happy Customers

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10K+

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Real Impact. Real Savings
Read Success stories from Wealthzi Customers.
4x his investments
in last 3 years
B Madan , 55Y
CFO, Listed Company
Wealth up by 107%
since Feb 2020
MSR Kumaraswamy, 52Y
Sr Engineer
2x his investments
in less than a year
S Berry, 37Y
Executive
Networth up by 68%
in 18 months
S Agarwal, 43Y
Works with BIG4
Doubled wealth
in last 2 years
S Bhasin, 52Y
Journalist
Wealth up by 75%
in 2 years
K Jerath, 41Y
Media Professional

Frequently Asked Questions

If you got any query? Here you go! Don't hesitate to ask any Question!
We are happy to help with your questions.

How do I import and track my external mutual funds on Wealthzi?

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How to start a SIP on Wealthzi?

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How do I approve the SIP auto-debit mandate?

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What is the minimum SIP amount?

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Is Wealthzi Safe?

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What is Zi Methodology?

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What is the framework of building portfolio on Wealthzi?

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Why risk profile is important?

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What are all assets I can track and invest on Wealthzi App?

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How should I choose whether to go for SIP or Lumpsum?

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Why should I invest through Wealthzi?

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Can I setup SIP, SWP and STP on Wealthzi?

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Can I choose not to invest or exit from the recommended portfolio?

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Can I Top Up or redeem after initial lumpsum investment?

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What is the ideal time period for investment?

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What is the minimum investment amount to start?

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Does Wealthzi charges fees for the services?

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Are returns from investment on Wealthzi app guaranteed?

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Why Wealthzi investments experts required, when one invests only for long term?

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How can I start with investing via Wealthzi app?

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BUILD WEALTH WITH CONFIDENCE

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BSE Member code: 58371

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
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Wealthzi Investment Advisers (A division of Lime Internet Private Limited)

[CIN: U74999DL2017PTC310507] [PAN: AADCL2103M] [GSTIN: 07AADCL2103M1ZP]

[SEBI Registered Name: Lime Internet Private Limited] [SEBI RIA Registration No: INA000018133] [BASL Member ID: 2014] [Type of Registration: Non-Individual] [Validity of Registration: Perpetual] [Registered Address: Flat No. 603, 6th Floor, Kanchenjunga Building, 18 Barakhamba Road, New Delhi - 110001] [Principal Officer: Jyoti Prakash Nayak, Email: [email protected]] [Compliance Officer: Harshit Singh, Email: [email protected]] [Grievance Officer: Sanjeev Johari, Email: [email protected]]

[SEBI Regional Office Address: Securities and Exchange Board of India, NBCC Complex, Office Tower-1, 8th Floor, Plate B, East Kidwai Nagar, New Delhi - 110023, Ph: 011-69012998, Email: [email protected]]

Disclaimers:

Investment in securities market are subject to market risks. Read all the related documents carefully before investing.

Registration granted by SEBI, membership of BASL and certification from National Institute of Securities Markets (NISM) in no way guarantee performance of the intermediary or provide any assurance of returns to investors.

The information is only for consumption by the client and such material should not be redistributed.